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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $48,791 |
Filed as: MML INSURANCE AGENCY, LLC Service code 55 ATTN MMLISI COMMISSIONS · SPRINGFIELD, MA 01111 | Other Commissions | $18,407 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,990 | $47,977-12.5% | $154,108-72.8% | $56,289-25.4% |
| Participation rate | 99.3% | 66.2%+33.1pp | 83.0%+16.3pp | 69.9%+29.5pp |
| Annual return | -1.44% | 3.54%-5.0pp | 735.21%-736.6pp | -9.96%+8.5pp |
| Employer contribution / active EE | $1,748 | $2,169-19.4% | $5,298-67.0% | $2,111-17.2% |
| Participant deferral / active EE | $2,967 | $2,392+24.0% | $5,081-41.6% | $3,350-11.4% |
| Admin fee / account holder | $292 | $438-33.3% | $13,411-97.8% | $521-43.9% |